Generate an EMS Report

EMS reports are available under the Reports option on the menu bar. For any EMS report, you can specify the parameters, options, and format for the report, or you can generate the report using saved settings. Not all reports require the same parameters, and not all reports offer the same options. In addition, reports can be generated in different formats.

Generate a report

1. On the EMS menu bar, select Reports to open the Reports menu, and then select the report that you want to generate.

   For example, to generate the Setup Worksheet report, select Reports > Daily > Setup Worksheet.

   The Report Setup window opens.

2. In Setup, do one of the following:

   • To generate the report using your filter settings (parameters, options, and so on), leave User Specified selected and continue to step 3.
   • To generate the report using previously saved filter settings, select the saved report and continue to step 5.

3. In the Options list, select the Date/Time Filter to use when generating the report.

4. Specify the report parameters, options, and format.

   Report categories include:

   • Daily Reports
   • Sales Reports
   • Statistics Reports
   • Other Reports
   • Exceptions Reports
   • Hoteling Reports
   • Invoice Reports
   • General Reports

5. On the Report Setup window, you can do any of the following:

   • Add a comment to print in the report by entering text in the Report Comment field. This option is available only for certain reports and supports up to 255 characters, including spaces.
   • Select Print Preview to preview the report.
   • To print the report, specify the number of copies and then select Print.

6. Select Close.

   Unless you change the filter settings, subsequent reports are generated and printed using the parameters, options, and format that you specified.

   To avoid configuring the same settings each time you run the report, save the report settings for future use.